Analyst - Integration and Diligence

Following recent investment from Bain Capital and aligned with our strategic goals around succession and renewal in the network, we’re building a team to oversee and manage our strategic investments into the franchisees within The Openwork Partnership.

As the Analyst (Integration & Diligence), you will play a key role in supporting the assessment and integration of acquired advice firms into the Openwork Partnership. Reporting to the Head of Integration & Diligence, you’ll deliver operational, financial, and client book analysis to inform decision making and transition planning. You’ll also support due diligence, reporting, and integration tracking to ensure acquisitions align with strategic advice goals.

This is a permanent, hybrid role and can be based in either our Swindon or London office, with the requirement to be in the office 2 days a week.

The benefits:

• Salary – up to £45,000
• Bonus scheme - on target bonus – 10%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection - 1x salary 
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days. 
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include:

• Supporting detailed operational, financial, and client book analysis on acquisition targets within the network.
• Contributing to the development of diligence reports and integration risk assessments for internal review and decision-making.
• Analysing adviser and client data to assess transition implications, commercial potential, and compliance considerations.
• Building and maintaining models, dashboards, and templates to evaluate financial performance, revenue quality, and client segmentation.
• Supporting the integration planning process by assisting in the analysis of client book transitions and advising on effective strategies for client handovers.
• Helping track integration progress, monitor key performance indicators, and provide updates on integration milestones.
• Assisting with data migration and systems integration tasks, ensuring that acquired businesses are aligned with the network’s systems and processes.
• Organising and maintain integration documentation and project timelines to ensure smooth delivery of integration plans.
• Assisting with reporting and presenting key findings to senior leadership.
• Organising and manage key integration files, documents, and reports to ensure consistency and accessibility.
• Provide general analytical support to the integration and diligence team as required.

• Experience in the intermediate / retail financial services industry and / or experience of working on project management, acquisitions, diligence and integration.
• Progressing towards relevant post graduate professional qualification (e.g. ACA, CFA) or project management qualifications beneficial.
• Proven ability to communicate effectively at all levels in the organisation.
• Good understanding of the UK financial advice market, including regulatory frameworks (FCA), client servicing models, and adviser business structures.
• Awareness of business commercials and ability to identify risks and commercial mitigations
• Company systems and procedures, i.e. contracts, regulatory regime
• Strong analytical skills.
• Ability to understand the complex interdependencies between internal functions and operational considerations.
• Good project and stakeholder management skills; able to drive a complex integration.
• Excellent interpersonal, presentation and communication skills, written and verbal.
• Committed and flexible team player with the ability to work on own initiative.
• High level of emotional intelligence and communication skills to manage adviser and client transitions sensitively and effectively.
• Competent at prioritising, resourcing, planning and performance management

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.